Institutional Ownership Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG). We have compiled data on the 585 institutions that hold shares in the stock, with a total of 97.3 Million shares, which have been reported (via 13F filing form) to have a value of $5.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,641
shares
|
$526,591
0.02% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
9,636
shares
|
$526,318
0.38% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
9,629
shares
|
$525,935
0.0% of portfolio
|
Q2 2025
Added 230.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
9,629
shares
|
$525,935
0.02% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
9,568
shares
|
$522,604
0.04% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
9,568
shares
|
$522,604
0.01% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
9,512
shares
|
$519,545
0.07% of portfolio
|
Q2 2025
Added 6.03%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
9,359
shares
|
$511,188
0.0% of portfolio
|
Q2 2025
Reduced 11.49%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,350
shares
|
$510,697
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
9,242
shares
|
$504,798
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
9,050
shares
|
$494,311
0.25% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
8,896
shares
|
$485,899
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
8,827
shares
|
$482,130
0.18% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
8,758
shares
|
$478,361
0.11% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
8,729
shares
|
$476,777
0.01% of portfolio
|
Q2 2025
Added 68.94%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
8,678
shares
|
$473,992
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
8,678
shares
|
$473,992
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
8,565
shares
|
$467,820
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
8,565
shares
|
$467,820
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
8,525
shares
|
$465,635
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,507
shares
|
$464,652
0.14% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
8,443
shares
|
$461,156
0.13% of portfolio
|
Q2 2025
Reduced 73.7%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
8,436
shares
|
$460,774
0.22% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
8,415
shares
|
$459,627
0.04% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
8,411
shares
|
$459,408
0.14% of portfolio
|
Q4 2024
New holding
|